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BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.74
Change-$0.13 (-0.87%)
VolumeN/A
Net Assets1.92B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
BVALX vs VMVIX Comparison Chart
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BVALX vs. VMVIX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVALX is a Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. BVALX (1.92B). VMVIX pays higher dividends than BVALX: VMVIX (2.03) vs BVALX (1.61). BVALX was incepted earlier than VMVIX: BVALX (7 years) vs VMVIX (19 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. BVALX (17.00). VMVIX has a lower initial minimum investment than BVALX: VMVIX (3000) vs BVALX (1000000). VMVIX annual gain was more profitable for investors over the last year : 12.42 vs. BVALX (1.88). VMVIX (38.40) and BVALX (36.91) have equivalent 5 years return.
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.477 | 1.900 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 30.9B | 6% |
| Annual Yield % from dividends | 1.61 | 2.03 | 79% |
| Returns for 1 year | 1.88 | 12.42 | 15% |
| Returns for 3 years | 16.46 | 15.30 | 108% |
| Returns for 5 years | 36.91 | 38.40 | 96% |
| Returns for 10 years | N/A | 81.10 | - |
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